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Politics : Welcome to Slider's Dugout -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (378)	8/11/2005 12:58:00 PM
From: Chaka	Read Replies (1) \| Respond to of 50079

Higher Inventory is not a good measure of demand due to the recent change in the futures market from backwardization to contango... From Mish's board... << This link has an EXCELLENT discussion of "days of forward cover" in the oil markets. While the market is looking at high inventories and using that as rationale to talk down oil prices, the OPEC research clearly shows that days of forward cover is a much better indicator of oil prices than inventory levels. Check out graphs 2 and 3 on page 3 -- the correlation coefficient for days of forward cover is .66 whereas inventories is only .3 While inventory levels may be "high", the days of forward cover is pretty low. opec.org >>

To: SliderOnTheBlack who wrote (378)	12/1/2008 12:00:50 PM
From: pitbull_1_us	1 Recommendation Read Replies (3) \| Respond to of 50079

Slider..I have been reading about fear of emerging nations defaulting on their national debt loaned by mainly european banks.One nation (I forget which one)in particular was unable to pay the interest on its debt last month and was given till Dec I think to catch up.Are you aware of this situation and if so what do you think the end results will be if some of these nations were to default..Extremely bad for european and australian banking giants having loaned a very large % of their assets to these emerging nations but what about the euro and dollar.Do you see this default crushing the euro therefore further strength for the dollar or what.I have read where some european banks have like 60% of their assets loaned to emerging national debt where they count on oil revenue to repay the debt and 80% for some australian banks..Thanks in advance.